Patrimoine24
Toute l'info sur les acteurs du patrimoine 
Des robots aidant à la préparation des pizzas, à ceux qui préparent des hamburgers, sans compter ceux qui, plus compacts, équipent nos domiciles, nous observons progressivement l’accroissement du potentiel applicatif des robots dans les cuisines du monde entier.
Veuillez trouver ci-dessous le communiqué officiel de l’UCGP de ce 19 juin 2020.
Point de vue de David Zahn, Head of European Fixed Income chez Franklin Templeton.
Chaque semaine, une sélection de gérants de portefeuille et d'analystes de Jupiter font le point sur leur domaine d'expertise en matière d'investissement en partageant leurs idées et leurs perspectives. Cette lettre d'information hebdomadaire donne un aperçu de leurs réflexions actuelles.
Breaking News - Arrivée de la première Newsletter sur l’Investissement Socialement Responsable !
| Fonds | YTD |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,27% |
| Fonds | YTD |
|---|---|
| Montségur Croissance C | 3,51% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,82% |
| Pictet – Atlas – P EUR : 2 | 1,23% |
| DNCA Invest Eurose A EUR | 1,21% |
| Sycomore Allocation Patrimoine R | 1,16% |
| OMNIBOND | 1,13% |
| Dorval Global Conservative | 0,85% |
| HELIUM INVEST | 0,77% |
| Federal Ethi-Patrimoine | 0,73% |
| Clartan Patrimoine C | 0,64% |
| HELIUM FUND | 0,62% |
| Haas Epargne Patrimoine C | 0,61% |
| Axiom Short Duration Bond Fund | 0,55% |
| Durandal | 0,53% |
| Trusteam Optimum A | 0,51% |
| Exane Pleiade Fund | 0,45% |
| G FUND - ALPHA FIXED INCOME | 0,36% |
| CANDRIAM Risk Arbitrage | 0,25% |
| Sanso Short Duration C | 0,24% |
| AIS Protect | 0,21% |
| CANDRIAM Patrimoine Obli Inter | 0,13% |
| Pluvalca Rentoblig | -0,11% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,26% |
| Kirao Multicaps Alpha | -0,26% |
| Stratégie Rendement | -0,26% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,34% |
| Dôm Reflex | -0,44% |
| NN Green Bond | -0,75% |
| Fonds | YTD |
|---|---|
| Axiom European Banks Equity | 9,09% |
| H2O Multibonds | 8,45% |
| MS INVF US Growth | 7,19% |
| Echiquier Artificial Intelligence B EUR | 6,58% |
| Invesco Global Consumer Trends | 4,50% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,96% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,63% |
| BNP PARIBAS ENERGY TRANSITION | -1,10% |
| MS INVF Asia Opportunity | -1,67% |
| DNB Fund Renewable Energy | -2,64% |
| Fonds | 1 mois |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 0,29% |
| Fonds | 1 mois |
|---|---|
| Montségur Croissance C | 2,71% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 1,13% |
| Pictet – Atlas – P EUR : 2 | 1,15% |
| DNCA Invest Eurose A EUR | 1,38% |
| Sycomore Allocation Patrimoine R | 1,35% |
| OMNIBOND | 1,34% |
| Dorval Global Conservative | 0,72% |
| HELIUM INVEST | 0,82% |
| Federal Ethi-Patrimoine | 0,92% |
| Clartan Patrimoine C | 0,73% |
| HELIUM FUND | 0,85% |
| Haas Epargne Patrimoine C | 0,71% |
| Axiom Short Duration Bond Fund | 0,61% |
| Durandal | 0,79% |
| Trusteam Optimum A | 0,61% |
| Exane Pleiade Fund | 0,41% |
| G FUND - ALPHA FIXED INCOME | 0,39% |
| CANDRIAM Risk Arbitrage | 0,37% |
| Sanso Short Duration C | 0,30% |
| AIS Protect | 0,23% |
| CANDRIAM Patrimoine Obli Inter | 0,16% |
| Pluvalca Rentoblig | 0,00% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | -0,13% |
| Kirao Multicaps Alpha | -0,11% |
| Stratégie Rendement | -0,18% |
| CT (LUX) EUROPEAN SOCIAL BOND | -0,22% |
| Dôm Reflex | -0,34% |
| NN Green Bond | -0,59% |
| Fonds | 1 mois |
|---|---|
| Axiom European Banks Equity | 9,85% |
| H2O Multibonds | 7,09% |
| MS INVF US Growth | 4,96% |
| Echiquier Artificial Intelligence B EUR | 5,07% |
| Invesco Global Consumer Trends | 3,25% |
| CANDRIAM Absolute Return Equity Market Neutral | 1,41% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 1,33% |
| BNP PARIBAS ENERGY TRANSITION | -2,30% |
| MS INVF Asia Opportunity | -2,31% |
| DNB Fund Renewable Energy | -3,08% |
| Fonds | 1 an |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,50% |
| Fonds | 1 an |
|---|---|
| Montségur Croissance C | 7,53% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 10,66% |
| Pictet – Atlas – P EUR : 2 | 8,94% |
| DNCA Invest Eurose A EUR | 4,33% |
| Sycomore Allocation Patrimoine R | 6,05% |
| OMNIBOND | 10,97% |
| Dorval Global Conservative | 4,74% |
| HELIUM INVEST | 6,33% |
| Federal Ethi-Patrimoine | 5,62% |
| Clartan Patrimoine C | 4,18% |
| HELIUM FUND | 4,28% |
| Haas Epargne Patrimoine C | 6,11% |
| Axiom Short Duration Bond Fund | 6,63% |
| Durandal | 2,00% |
| Trusteam Optimum A | 5,26% |
| Exane Pleiade Fund | 5,74% |
| G FUND - ALPHA FIXED INCOME | 4,16% |
| CANDRIAM Risk Arbitrage | 5,06% |
| Sanso Short Duration C | 4,06% |
| AIS Protect | 3,86% |
| CANDRIAM Patrimoine Obli Inter | 4,36% |
| Pluvalca Rentoblig | 4,57% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,81% |
| Kirao Multicaps Alpha | 1,95% |
| Stratégie Rendement | 5,33% |
| CT (LUX) EUROPEAN SOCIAL BOND | 3,50% |
| Dôm Reflex | 3,09% |
| NN Green Bond | 3,02% |
| Fonds | 1 an |
|---|---|
| Axiom European Banks Equity | 56,83% |
| H2O Multibonds | 0,04% |
| MS INVF US Growth | 64,62% |
| Echiquier Artificial Intelligence B EUR | 36,55% |
| Invesco Global Consumer Trends | 38,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 3,98% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 8,52% |
| BNP PARIBAS ENERGY TRANSITION | -3,24% |
| MS INVF Asia Opportunity | 31,86% |
| DNB Fund Renewable Energy | -9,25% |
| Fonds | 2 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 4,23% |
| Fonds | 2 ans |
|---|---|
| Montségur Croissance C | 9,56% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | 3,86% |
| Pictet – Atlas – P EUR : 2 | 6,36% |
| DNCA Invest Eurose A EUR | 4,88% |
| Sycomore Allocation Patrimoine R | 5,37% |
| OMNIBOND | 9,57% |
| Dorval Global Conservative | 2,91% |
| HELIUM INVEST | 4,40% |
| Federal Ethi-Patrimoine | 5,14% |
| Clartan Patrimoine C | 4,10% |
| HELIUM FUND | 3,64% |
| Haas Epargne Patrimoine C | 4,34% |
| Axiom Short Duration Bond Fund | 5,55% |
| Durandal | 2,42% |
| Trusteam Optimum A | 4,88% |
| Exane Pleiade Fund | 2,91% |
| G FUND - ALPHA FIXED INCOME | 4,12% |
| CANDRIAM Risk Arbitrage | 3,55% |
| Sanso Short Duration C | 3,60% |
| AIS Protect | 2,20% |
| CANDRIAM Patrimoine Obli Inter | 4,36% |
| Pluvalca Rentoblig | 4,71% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 3,78% |
| Kirao Multicaps Alpha | -0,43% |
| Stratégie Rendement | 5,93% |
| CT (LUX) EUROPEAN SOCIAL BOND | 4,13% |
| Dôm Reflex | 3,91% |
| NN Green Bond | 3,60% |
| Fonds | 2 ans |
|---|---|
| Axiom European Banks Equity | 31,98% |
| H2O Multibonds | 7,14% |
| MS INVF US Growth | 41,42% |
| Echiquier Artificial Intelligence B EUR | 40,20% |
| Invesco Global Consumer Trends | 21,21% |
| CANDRIAM Absolute Return Equity Market Neutral | 5,36% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| BNP PARIBAS ENERGY TRANSITION | -27,18% |
| MS INVF Asia Opportunity | 2,06% |
| DNB Fund Renewable Energy | -12,75% |
| Fonds | 3 ans |
|---|---|
| Tikehau Short Duration – R – Acc – EUR | 2,24% |
| Fonds | 3 ans |
|---|---|
| Montségur Croissance C | 5,34% |
| Most Diversified Portfolio SICAV-TOBAM Anti-Benchmark Multi-Asset Fund part B1 | -1,26% |
| Pictet – Atlas – P EUR : 2 | 3,05% |
| DNCA Invest Eurose A EUR | 2,90% |
| Sycomore Allocation Patrimoine R | 1,49% |
| OMNIBOND | 4,31% |
| Dorval Global Conservative | 1,48% |
| HELIUM INVEST | 2,05% |
| Federal Ethi-Patrimoine | 1,03% |
| Clartan Patrimoine C | 1,91% |
| HELIUM FUND | 2,64% |
| Haas Epargne Patrimoine C | 1,92% |
| Axiom Short Duration Bond Fund | 2,91% |
| Durandal | 0,02% |
| Trusteam Optimum A | 0,97% |
| Exane Pleiade Fund | 2,59% |
| G FUND - ALPHA FIXED INCOME | 2,73% |
| CANDRIAM Risk Arbitrage | 1,58% |
| Sanso Short Duration C | 1,78% |
| AIS Protect | -1,24% |
| CANDRIAM Patrimoine Obli Inter | 1,93% |
| Pluvalca Rentoblig | 1,89% |
| Edmond de Rothschild Fund Bond Allocation (part A-EUR) | 0,09% |
| Kirao Multicaps Alpha | -4,09% |
| Stratégie Rendement | 2,47% |
| CT (LUX) EUROPEAN SOCIAL BOND | -1,74% |
| Dôm Reflex | 2,87% |
| NN Green Bond | -4,24% |
| Fonds | 3 ans |
|---|---|
| Axiom European Banks Equity | 23,65% |
| H2O Multibonds | 11,46% |
| MS INVF US Growth | 12,11% |
| Echiquier Artificial Intelligence B EUR | 9,22% |
| Invesco Global Consumer Trends | 5,66% |
| CANDRIAM Absolute Return Equity Market Neutral | 0,84% |
| abrdn Global Real Estate Active Thematics UCITS ETF | 0,00% |
| BNP PARIBAS ENERGY TRANSITION | -19,73% |
| MS INVF Asia Opportunity | 0,30% |
| DNB Fund Renewable Energy | -5,99% |
